Dona Ferentes
A little bit OC⚡DC
- Joined
- 11 January 2016
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Founded in 2014, Loftus Peak is a global equities fund manager with a focus on investment in listed disruptive Review an businesses. We have extensive experience and bring significant discipline to the process.
Our Australian Securities Exchange listed Fund (ASX code: LPGD) comprises some of the best and fastest-growing companies in the world – companies that we believe are driving change across all industries globally, constructed on the basis of strict criteria and included at carefully considered valuations. Holdings include large capitalisation names like Microsoft and Google (Alphabet) as well as many others that we expect to be household names in the future, such as Advanced Micro Devices and Qualcomm. This approach to investment across a wide range of global industries lowers the concentration risk inherent in the typical Australian portfolio, with its heavy skew toward banks, resources and the Australian dollar.
$570million FUM
1.20% MER with performance fees
.
Top 10 Holdings (in alphabetical order)
Alphabet
Amazon
Meta
Microsoft
Netflix
ON Semiconductor
Qualcomm
Roku
Salesforce
Taiwan Semiconductor
Our Australian Securities Exchange listed Fund (ASX code: LPGD) comprises some of the best and fastest-growing companies in the world – companies that we believe are driving change across all industries globally, constructed on the basis of strict criteria and included at carefully considered valuations. Holdings include large capitalisation names like Microsoft and Google (Alphabet) as well as many others that we expect to be household names in the future, such as Advanced Micro Devices and Qualcomm. This approach to investment across a wide range of global industries lowers the concentration risk inherent in the typical Australian portfolio, with its heavy skew toward banks, resources and the Australian dollar.
$570million FUM
1.20% MER with performance fees
.
Top 10 Holdings (in alphabetical order)
Alphabet
Amazon
Meta
Microsoft
Netflix
ON Semiconductor
Qualcomm
Roku
Salesforce
Taiwan Semiconductor